Brett Matthew Bollaert
Investment adviser representative at Osaic Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm assets
Are you Brett Matthew Bollaert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJan 2024 to now
- Triad Hybrid SolutionsJan 2024 to now
- Triad AdvisorsJan 2024 to Aug 2024
- Cetera Investment Advisers, LLCApr 2023 to Jan 2024
- Cetera AdvisorsSep 2022 to Jan 2024
- Sageview AdvisoryOct 2021 to Jan 2024
- Full Time StudentSep 2020 to Aug 2021
- AmrockJun 2020 to Aug 2020
- Full Time StudentSep 2019 to May 2020
- J. Sterling IndustriesFeb 2019 to Aug 2019
- Full Time StudentSep 2018 to Jan 2019
- Earl Smith DistributingMay 2018 to Aug 2018
- UnemployedJan 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7454262
- Firm CRD
- 171070